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Modelling the Surrender Conditions in Equity-Linked Life Insurance

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Author Info
Anna Rita Bacinello () (Dipartimento di Matematica Applicata alle Scienze Economiche, Statistiche ed Attuariali, University of Trieste)
Abstract

We propose a model for pricing a unit-linked life insurance policy embedding a surrender option. We consider both single and annual premium contracts. First we analyse a quite general contract, for which we obtain a backward recursive valuation formula based on the Cox, Ross and Rubinstein (1979) binomial model. Then we concentrate upon a particular case, that is the famous model with exogenous minimum guarantees. In this case we extend our previous analysis in order to take into account the possibility that the guarantees at death or maturity and the surrender values are endogenously determined, and provide necessary and sucient conditions for the premiums to be well defined.

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File URL: http://cerp.unito.it/index.php/en/publications/working-papers/125-modelling-the-surrender-conditions-in-equity-linked-life-insurance
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File Format: application/pdf
File Function: First version, 2005
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Publisher Info
Paper provided by Center for Research on Pensions and Welfare Policies, Turin (Italy) in its series CeRP Working Papers with number 39.

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Length: 36 pages
Date of creation: Feb 2005
Date of revision:
Handle: RePEc:crp:wpaper:39

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Related research
Keywords: surrender option; equity-linked life insurance; exogenous and endogenous guarantees; single and annual premium contracts; binomial trees;

Find related papers by JEL classification:
C61 - Mathematical and Quantitative Methods - - Mathematical Methods and Programming - - - Optimization Techniques; Programming Models; Dynamic Analysis
G13 - Financial Economics - - General Financial Markets - - - Contingent Pricing; Futures Pricing
G22 - Financial Economics - - Financial Institutions and Services - - - Insurance; Insurance Companies
G23 - Financial Economics - - Financial Institutions and Services - - - Pension Funds; Other Private Financial Institutions

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This page was last updated on 2009-11-16.


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